The GENIUS Act signing is set for 2:30pm ET. @ForwardGuidance newsletter goes out at 3 ... Safe to assume we'll be delving in.

Reps. are currently voting on the CLARITY Act! GENIUS Act and Anti-CBDC Surveillance Act to follow

Given Canary's staked Injective ETF filing, I caught up with @ericinjective about what the blockchain is focused on. He mentioned the expected tokenized RWA boom, and how regulations will help accelerate work there.

A new filing for a staked Injective ETF by Canary. Add it to the list @JSeyff , @EricBalchunas :)

Not naming names, but all the "Vanguard is the largest holder in Strategy" thing can be misleading to readers. Some are mentioning up top the exposure is via its index funds (not any sort of strategic stake), which is good. And interesting to point out the irony. Others unfortunately seem fine with not making that clear enough to get clicks I suppose.

On the H2 2025 crypt bingo card, we've marked a new BTC high. What else is coming in Q3 and Q4 — on the M&A front and beyond? From my latest ...

The US bitcoin ETFs yesterday hit the $50 billion net inflow mark, per @FarsideUK. They've been on the market a day shy of 18 months.

From today's @ForwardGuidance, I relayed a tokenized equity take from Franklin Templeton's Sandy Kaul. She called some of efforts in that segment "workarounds" ...

An issuer can tokenize its own security. Or a third party issues a token on a security it holds. Bottom line from @HesterPeirce: "Tokenized securities are still securities." Her "come meet with the SEC" suggestion as this space evolves has a different tone than Gensler's ...

Lots of speculation about when the SEC could let more crypto ETFs launch (SOL, index, etc.) I chatted with a person close to the filings and shared some takeaways in today's @ForwardGuidance newsletter